EUREKA WEALTH SOLUTIONS

We at Eureka Wealth Solutions are avid fans of technology. We believe there are a number of exciting opportunities that technology can provide to the investment industry... Eureka Wealth Solutions is a hybrid financial advisor. We provide a full financial oversight over your financial decisions or step back and handle your investing needs with as little interaction as you would like. We specialize in thematic and impact investing. In addition to creating and managing low-cost, risk-adjusted, diversified automated core portfolios for the clients, we also provide customized portfolios based on your values and passions. Whatever your personal situation, your goals and values, or your investable capital, we'll work with you to create a portfolio that is right for you... In addition to investment management, we help our clients with all aspects of their financial lives including cash flow management, financial planning, tax planning and estate planning. We'll help solve your problems..

Also known as: Eureka Wealth Solutions LLC